Configuring and Adding Fee Rates to a Bond
Overview of Fee Rates
Required fees can be configured and added to the basic chargeable amount for a bond.
Optional fees can be configured, but are added to the contract bond type only.
Configuring Fee Rates
Select Reference Tables/Rates/Fee Rates.
Click the Create link on the bottom left of the screen.
Add the information for the fee rate being created.
You may also check the box to designate the fee as optional.
Click the Submit button to save the changes.
The Back to List button will return you to the Fee Rates screen, and cancel any unsaved changes.
Adding an Optional Fee Rate to a Contract Bond
Select CSR/Underwriting/Buy a Bond.
Make your contract bond selections, choose the agency and obligee.
Scroll down on the Initial Bond Information screen to locate the fee rate options.
Check the Use Fee New Business or Use Fee Renewal Business as applicable.
The fee rates you have configured will be available selections within the drop down menu.
Make your Fee Rates selection and click Next.
Adding Fee Rates when Configuring a Bond
Select Maintain Bond/Configure Bond.
Choose the bond and click on the Term tab.
Check the Use Fee New Business or Use Fee Renewal Business as applicable.
The fee rates you have configured will be available selections within the drop down menu.
Click Submit once you have completed all the bond information.
Editing Fee Rates
Select the Edit link to the right of the fee rate you wish to edit.
Make changes and click Submit to save changes.
Back to List will return you to the Fee Rates screen and cancel any unsaved changes.
Inactivating Fee Rates
Select the Inactivate link to the right of the fee rate you wish to disable.
You will be prompted to confirm or cancel your changes.
Reactivating Fee Rates
Select the Recover Inactive Records from the bottom left of the Fee Rates screen.
Click the Reactivate link to the right of the fee rate you wish to reactivate.
You will be prompted to confirm or cancel your actions.